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For More Information +353 65 684 9675 support@moneyadvice.ie

For advisors who would like to offer premium services to their clients through native apps on iPhone, iPad and Android phones, tablets.

  • Manage the customers who have access to the application through Money Advice +CRM
  • Deliver policydetails including fund values, and other product information to clients in an interactive manner.
  • Secure communication of client information
  • Allow customers update or create their own fact find information, which automatically updates Money Advice +CRM
  • Protection quotes and all other features of mobile web site